Estate Law

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My aunt and uncle had two cds with my uncle's nephew listed
My aunt and uncle had two cds with my uncle's nephew listed as pod to him. My uncle died three years ago and a month later my aunt put the two cds in my cousin and my name. Is the nephew entitled to a… read more
Barrister
Barrister
Attorney
Doctoral Degree
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My brother had no will nor a living trust. He passed away in
My brother had no will nor a living trust. He passed away in February of this year and he had my name on his checking account and on his cd as beneficiary upon his death. His cd was$109,000.00 and his… read more
LegalGems
LegalGems
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My mother's name is ***** ***** my uncle's certificate of
My mother's name is ***** ***** my uncle's certificate of deposit. She passed away in April, and then he passed away of May 2015 There names were on a Certificate of Deposit for PNC bank. My uncle's d… read more
Christopher B, Esq.
Christopher B, Esq.
Attorney
Juris Doctor
2,986 satisfied customers
; I am 78 years old and trying to plan my estate for
Dear Sir; I am 78 years old and trying to plan my estate for my three grown children after I die. "Estate" may be misleading. All I have to leave them are my personal effects, (furniture, clothing, et… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
5,629 satisfied customers
What in laymans terms does this mean....All stocks and bonds,savings
What in laymans terms does this mean....All stocks and bonds,savings accounts,cd's,money mkt and other similar prop[erty I may own at the time of my death in the name of myself and any other person wh… read more
ScottyMacEsq
ScottyMacEsq
Doctoral Degree
18,315 satisfied customers
estate qualifies as a small estate [under 100,000.00] and will
estate qualifies as a small estate [under 100,000.00] and will avoid probate. There are no living survivors [husband or children]. We were friends, are executors of the estate and shared a joint check… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
5,629 satisfied customers
I am the executor of my fathers will,what am I supposed to
I am the executor of my father's will,what am I supposed to do? Do I file the will someplace? Do I have any rights that I need to know about? My brother is the executor after me, if I can't fulfill th… read more
Barrister
Barrister
Attorney
Doctoral Degree
5,908 satisfied customers
My father has CDs made out to me as part of my inheritance.
My father has CD's made out to me as part of my inheritance. Can he are anyone else change or tamper with those CD's? Since they are made out to me, may I legally take procession of them at any time?… read more
lwpat
lwpat
Doctoral Degree
6,615 satisfied customers
My mother passed away 9/17/2011. My dad passed away nine years
My mother passed away 9/17/2011. My dad passed away nine years ago. I am her son. She lived with me for six years. She has no house or car. I closed her CD and saving and placed all the funds into her… read more
JaxLaw
JaxLaw
Associate Attorney
Doctoral Degree
1,722 satisfied customers
My brother and I were listed as sole heirs in my aunts will.
My brother and I were listed as sole heirs in my aunts will. Over the last 2 years prior to her death, she listed my Dad as beneficary on all of her CD's and savings account. The items that were liste… read more
Dave Kennett
Dave Kennett
Doctoral Degree
25,741 satisfied customers
Several cds with a co owner ...one rolls into the next producing
Several cd's with a co owner ...one rolls into the next producing income that then goes into a savings account....which isearned income. The principlaowner is considering putting this into a revocable… read more
David L
David L
Doctoral Degree
1,604 satisfied customers
Am I responsible for my mothers income tax she died and their
Am I responsible for my mother's income tax she died and their was no realty or possessions that could be sold. I did inherit cd,s payable upon death and annuities. We had a joint account where i am a… read more
Roger
Roger
Litigation Attorney
Doctoral Degree
26,994 satisfied customers
An expert with estate law and taxes please help. My mother
An expert with estate law and taxes please help. My mother passed April 16,2010 and estate tax laws for 2010 are very complicated. One accountant told me I have nothing to file. My mom had not owed an… read more
Irwin Law
Irwin Law
Juris Doctor JD
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I am exec. of an estate and have power of attorney. The estate
I am exec. of an estate and have power of attorney. The estate is my Fathers and he is very sick. He has a large amount of stock that needs to go to 2 people, approx. 1.5 million, distributed per the … read more
Brent Blanchard
Brent Blanchard
Solo Practitioner
Doctoral Degree
1,964 satisfied customers
my mother owns a home free and clear....she also has 2 bank
my mother owns a home free and clear....she also has 2 bank CD's.....She wants to put my name on the deed and on the cd accounts to avoid any probate and to make sure that I get everything easily when… read more
JaxLaw
JaxLaw
Associate Attorney
Doctoral Degree
1,722 satisfied customers
My father recently passed away. My step mother is not giving
My father recently passed away. My step mother is not giving my sister or I any information about a will. She says he had no life insurance or retirement, but I worked at the same place he did and we … read more
Daniel Solutions
Daniel Solutions
Doctoral Degree
5,212 satisfied customers
Im the personal representative of my brothers estate in Tennessee.
I'm the personal representative of my brother's estate in Tennessee. He has an estate valued at approximately $2M, which exceeds the (Tennessee) estate exemption of $1M. Therefore, $1M of his estate w… read more
lwpat
lwpat
Doctoral Degree
6,615 satisfied customers
My father recently passes and his will states that all monies
My father recently passes and his will states that all monies be divided equally between the 4 children. He has ira's which one shows one child as beneficiary and the 2nd shows another the total estat… read more
Law Pro
Law Pro
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DISCLAIMER: Answers from Experts on JustAnswer are not substitutes for the advice of an attorney. JustAnswer is a public forum and questions and responses are not private or confidential or protected by the attorney-client privilege. The Expert above is not your attorney, and the response above is not legal advice. You should not read this response to propose specific action or address specific circumstances, but only to give you a sense of general principles of law that might affect the situation you describe. Application of these general principles to particular circumstances must be done by a lawyer who has spoken with you in confidence, learned all relevant information, and explored various options. Before acting on these general principles, you should hire a lawyer licensed to practice law in the jurisdiction to which your question pertains.

The responses above are from individual Experts, not JustAnswer. The site and services are provided “as is”. To view the verified credential of an Expert, click on the “Verified” symbol in the Expert’s profile. This site is not for emergency questions which should be directed immediately by telephone or in-person to qualified professionals. Please carefully read the Terms of Service (last updated February 8, 2012).

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